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Venturi Wealth Management’s NuScale Power SMR Stock Holding History

Venturi Wealth Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,978
Closed -$35.5K – 1621
2024
Q4 		$35.5K Buy
1,978
+1,500
+314% +$30.9K ﹤0.01% 1124
2024
Q3 		$5.54K Buy
+478
New +$4.88K ﹤0.01% 1363

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's SMR Position: Q1 2025 in Review

Venturi Wealth Management sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 1,978 shares — an estimated $35.5K sold.

Venturi Wealth Management first reported a position in SMR in Q3 2024 and held it in 2 quarters. The position peaked at $35.5K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • Venturi Wealth Management reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,978 NuScale Power shares in Q1 2025, an estimated $35.5K.
  • Venturi Wealth Management first reported a position in NuScale Power in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's NuScale Power position peaked at $35.5K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.